Vertex Planning Partners’s BP BP Stock Holding History

Vertex Planning Partners’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$786K	Sell	16,714 -4,365	-21%	-$171K	0.15%	62
2025 Q4	$732K	Sell	21,079 -89	-0.4%	-$3.12K	0.17%	60
2025 Q3	$729K	Sell	21,168 -2,355	-10%	-$78.9K	0.14%	91
2025 Q2	$704K	Sell	23,523 -8	-0%	-$235	0.15%	80
2025 Q1	$795K	Hold	23,531	–	–	0.17%	73
2024 Q4	$696K	Buy	23,531 +43	+0.2%	+$1.29K	0.15%	81
2024 Q3	$737K	Sell	23,488 -20	-0.1%	-$677	0.18%	66
2024 Q2	$849K	Buy	23,508 +52	+0.2%	+$1.95K	0.22%	55
2024 Q1	$884K	Sell	23,456 -3,000	-11%	-$108K	0.24%	50
2023 Q4	$937K	Buy	+26,456	New	+$969K	0.28%	46

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Vertex Planning Partners's BP Position: Q1 2026 in Review

Vertex Planning Partners reduced its BP (BP) stake by 21% in Q1 2026, selling an estimated $171K and leaving 16,714 shares worth $786K. The position accounts for 0.15% of the portfolio, ranked #62.

Vertex Planning Partners first reported a position in BP in Q4 2023 and has held it in 10 quarters since. The position peaked at $937K in Q4 2023. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Vertex Planning Partners held 16,714 shares of BP worth $786K as of Q1 2026.
Vertex Planning Partners sold 4,365 BP shares in Q1 2026, an estimated $171K.
BP made up 0.15% of Vertex Planning Partners's portfolio in Q1 2026, its #62 holding.
Vertex Planning Partners first reported a position in BP in Q4 2023 and has held it in 10 quarters since.
Vertex Planning Partners's BP position peaked at $937K in Q4 2023.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.